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Close Asset Management – Close Discretionary Funds: Close Managed Balanced

Close Asset Management – Close Discretionary Funds: Close Managed Balanced

Type: Unit trust fund of funds

Aim: Growth by investing in UK equities, bonds, money market instruments, emerging market equities and alternative asset classes including commodities, infrastructure and property through a portfolio of investment funds and exchange traded funds managed to a balanced risk profile

Minimum investment: Lump sum £1,000

Investment split: 100% in UK equities, bonds, money market instruments, emerging market equities and alternative asset classes

Isa eligible: Yes

Charges: Initial 5%, annual 1.1% plus 0.15% admin fee

Commission: Agreed between adviser and client

Tel: 020 7426 4074


Neil McCarthy - grey

How often are policies sold with indexation?

I was recently reminded about the misery index – not, as you may think, advisers coming to terms with RDR and regulatory changes but the gauge that has attempted to create an assessment of how a combination of unemployment and inflation figures depict the harsh economic conditions for ordinary families. Apparently, this has risen to […]

Mortgage market will be more complex post-FSA, warns CML

The post-Financial Services Authority mortgage market is going to be more complex under the twin peaks of the Prudential Regulation Authority and the Financial Conduct Authority, says the Council of Mortgage Lenders. Speaking at the CML’s annual conference today, Paul Smee, director-general of the CML, told delegates the regulatory framework for the mortgage market will […]

FE Adviser Fund Index

Over the past three years, retail investors have ploughed a net £1.3bn into the IMA UK gilt sector, suggesting that fears over the UK economy remain high on the agenda. Since the collapse of Lehman Brothers in September 2008, there have been a number of reasons for investors to increase their allocation to AAA-rated government […]


Lining up for low-cost route

Fidelity and HSBC are the latest firms to offer low-cost fund alternatives as asset managers look to meet the demands of cost-conscious investors and anticipate the RDR price squeeze. HSBC Global Asset Management launched three low-cost passive funds with active asset allocation, the HSBC world index range, last week. Fidelity launched three low-cost funds earlier […]


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